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Technology Stocks : PNJA currnently at 23.. is this just the beginning??? -- Ignore unavailable to you. Want to Upgrade?

To: mozek who wrote (38)	1/28/2000 2:18:00 PM
From: A. Charles	Respond to of 42

In a gold rush,buy the companies that make shovels and miners' clothing ;-) thanks forthe lead. Cheers, ac

To: mozek who wrote (38)	5/8/2000 11:04:00 PM
From: mozek	Read Replies (1) \| Respond to of 42

OK, I guess rather than just showing up when I'm going to purchase and disappearing, I should mention that I'm no longer bullish on PNJA. I believe that while they had a great position from which to launch, they dwindled it away to the point where many others are just as well positioned. I still believe in much of their stated vision, but I do not believe they have executed as they should. I sold all of my PNJA holdings prior to the big NAZ drop and basically broke even (profited on some, lost on some). I also sold out of my VECO after they recently failed to meet earnings expectations without warning. While they haven't dropped nearly as much, I generally consider it very poor management to surprise shareholders so much without warning. One of my current favorites is TXN due to their well rounded portfolio of broadband solutions, audio and video processing devices, voice over IP solutions, wireless presence, and increasing focus on delivering solutions for current and future applications. They've also been performing quite consistently since shedding their DRAM manufacturing. I hope that everyone's doing well. Mike